Jgc Holdings Corporation · TSE:1963
Jgc — Q3 FY2025 Earnings Presentation
9 slides from Jgc's earnings presentation, Feb 19, 2026
Slide 1: Q&A from the Online Earnings Release Conference
February 19, 2026 JGC Holdings Corporation Q&A from the Online Earnings Release Conference (held on February 10, 2026) On Third Quarter Financial Results for FY2025 Ending March 31, 2026 This content is based on information available on the date of the online earnings release conference (February 10
Slide 2: Gross profit margin and SG&A Q&A
billion yen of positive effects through improved profitability and other factors. Although a part of the ongoing projects undertaken by overseas subsidiaries recorded lower margins, this was more than offset by margin improvements toward the end of construction on other ongoing projects due to reduc
Slide 3: Margin outlook and net sales forecast revision
sales but no gross profit. The total full-year net sales outlook for these projects amounts to approximately 140 billion yen with zero margin, equivalent to around 20% of net sales, and this has weighed on the overall gross profit margin. As these projects are completed in sequence and the sales mix
Slide 4: Operating profit forecast and project delay factors
delay is due to slower-than-expected procurement of feedstock arranged by the client, which has in turn delayed the progress of commissioning activities. This delay is attributable to client-side circumstances, and the impact on the project’s profitability is recognized as limited. With respect to o
Slide 5: New orders and final investment decisions
facility) for Indonesia, which had been referred to in the earnings announcement for the second quarter of FY2025. Other newly awarded projects included expansion of the crude oil and gas separation facility in Saudi Arabia, which had not been anticipated at the beginning of the fiscal year. Additio
Slide 6: Situation of ongoing projects
moving forward. 3. Situation of ongoing projects Question Answer I would like to know the situation of ongoing projects which - Saudi Arabia Crude Oil and Gas Separation Facility Construction Project: provision for loss on construction contracts were recorded in Piping and equipment installation wor
Slide 7: Ongoing projects and execution initiatives
- Indonesia Gas Processing Plant and Gas Pipeline Construction Project: Construction is nearly complete, and potential risks going forward are considered limited. - Indonesia LNG Receiving Terminal Construction Project: Construction is nearly complete, and potential risks going forward are considere
Slide 8: Cancellation of treasury shares and shareholder return policy
allocation during project execution. In addition, as part of organizational efforts to enhance EPC execution capabilities, a framework has been established to enable monitoring from multiple perspectives, allowing for early identification of issues and prompt instruction of countermeasures. Although
Slide 9: Shareholder returns and M&A
shared at this point regarding the approach to future cash shareholder return policy, and specific comments are therefore withheld. allocation and the direction of shareholder returns, including Shareholder returns are recognized as one of the group’s important share buybacks? management priorities,